Trust & Will is the easiest way to create, edit, store, and share your estate plan. Our mission is to help everyone leave a lasting legacy.

Insurance

Internet

Trust & Will

Trust & Will's headquarters in San Diego, CA, United States

Cody Barbo

Dale Sperling

Ada Madigan

Stephany Bader

Ron Wangerin

Daniel Goldstein

The Engineering Team at Trust & Will is responsible for developing and maintaining the software platform that powers the company's estate planning services. This team collaborates on building scalable, user-friendly applications, ensuring secure data management, and enhancing the overall user experience. With a diverse array of expertise, they work together to implement innovative solutions that align with the mission of helping customers effectively manage their legacies.

Engineering Team

The Marketing Team at Trust & Will is responsible for crafting and executing strategies to elevate brand awareness and drive user acquisition. By leveraging search engine optimization, performance marketing, and engaging content, the team ensures that individuals are informed about the importance of estate planning while fostering a strong connection to the Trust & Will mission. Their collaborative efforts aim to simplify the journey of creating and managing estate plans for all.

Marketing Team

The Finance and Operations Team at Trust & Will is responsible for overseeing the company’s financial health and operational efficiency. This team manages budgeting, forecasting, and financial reporting while also optimizing internal processes and resources to ensure smooth performance across the organization. Additionally, they support employee well-being and organizational development through strategic people operations initiatives.

Finance and Operations Team

The Product Development Team at Trust & Will is responsible for designing, building, and refining the company's digital estate planning solutions. This team collaborates to ensure a seamless user experience, integrates innovative features, and maintains high-quality standards through rigorous testing and feedback. They play a crucial role in enhancing the platform to empower users in creating and managing their estate plans effectively.

Product Development Team

The Sales and Partnerships Team at Trust & Will is responsible for driving revenue growth through strategic partnerships and sales initiatives. This team works to identify and cultivate relationships with potential partners, as well as engage directly with clients to promote estate planning solutions. Their efforts aim to expand market reach and ensure that a wider audience has access to the tools needed for effective legacy planning.

Sales and Partnerships Team

The Leadership Team at Trust & Will is responsible for setting strategic direction, driving company vision, and ensuring operational excellence. Comprising the Founder & CEO and COO, this team focuses on innovation in estate planning services, fostering a customer-centric culture, and steering the company towards sustainable growth while helping individuals secure their legacies.

Trust & Will

Org chart

Teams

Engineering Team

Marketing Team

Finance and Operations Team

Product Development Team

Sales and Partnerships Team

Leadership Team

Offices

Trust & Will

Org chart

Teams

Engineering Team

Marketing Team

Finance and Operations Team

Product Development Team

Sales and Partnerships Team

Leadership Team

Offices

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